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Industry Focus

Wildcard: The Onset of Outset

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6854 Ratings

🗓️ 16 December 2020

⏱️ 43 minutes

🧾️ Download transcript

Summary

We unpack a recent S-1 from dialysis disruptor Outset Medical. This business is trying to bring treatment into patient homes and dramatically bring down the costs in a market worth over $70 billion.

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Transcript

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0:00.0

Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day.

0:11.0

I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seidful. I'm

0:14.7

Dylan Lewis. And today we're talking financials. Today we're talking

0:18.2

consumer goods. Wild-Carp! Wednesday. And we're talking energy. And today we're talking tech. Let's dive in.

0:27.4

It's Wednesday December 16th and we're talking about a company that's disrupting

0:30.9

dialysis. I'm your host Dylan Lewis and I'm joined by

0:33.9

fool.com's new nurture of knowing unique New York newspeak nonsense

0:38.8

Brian Feraldi. You know did it. You mixed in the silent letters there and you almost had me.

0:46.4

I think my title should just be Sally sells seashells by the seashore at this point, Dylan.

0:52.4

I'm reminded of all of the tongue twisters that Ron Burgundy

0:55.9

did in Ankerman to warm up for his his news broadcasts. You know it's a good exercise.

1:01.1

I like that you get to do that while we're recording

1:03.5

so we could test if you could do it or not. Well you know I mean the thing is it's

1:08.0

the triumph to start but then I'm warmed up I'm good to go you've thrown

1:11.7

whatever you can at me Brian and if I mess up during the show it's really just on me at that point.

1:16.2

That's right.

1:18.8

Brian it is a wild card show and for folks that have been missing out on some of our Health Care Wednesday conversations,

1:25.2

you are in luck.

1:26.2

We're talking about medical device companies today, specifically outset medical, a pretty interesting name in the dialysis space and a relatively new company.

1:36.1

This company just came public in September of 2020, as, I mean, 2020, we've been spoiled

1:41.9

with how many exciting newsworthy showworthy companies

1:46.2

I found this from a one of my followers on Twitter set me a message saying have you ever heard

...

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